Aditya Birla Sun Life Business Cycle Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Growth Option As On: 26-04-2024
NAV ₹13.28 (R) -0.52% ₹13.76 (D) -0.43%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 29.43% -% -% -% -%
LumpSum Dir. P 31.05% -% -% -% -%
SIP Reg. P 29.58% -% -% -% -%
SIP Dir. P 31.16% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
- - - -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
-% -% -% - -%

NAV Date: 26-04-2024

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Business Cycle Fund-Regular IDCW Payout 13.28
-0.0600
-0.4500%
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 13.28
-0.0700
-0.5200%
Aditya Birla Sun Life Business Cycle Fund-Direct Growth 13.76
-0.0600
-0.4300%
Aditya Birla Sun Life Business Cycle Fund-Direct IDCW Payout 13.76
-0.0600
-0.4300%

Review Date: March 28, 2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on three return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Aditya Birla Sun Life Business Cycle Fund has three return parameters that are below average in the category, which are listed below:
      • 1Y Return %
      • 3M Return %
      • 1M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of Aditya Birla Sun Life Business Cycle Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
    1. Lowest 25%: Aditya Birla Sun Life Business Cycle Fund does not have any risk parameters in the lowest 25% of the category. It means the fund has high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Aditya Birla Sun Life Business Cycle Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Aditya Birla Sun Life Business Cycle Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Aditya Birla Sun Life Business Cycle Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 2.87
4.23
0.33 | 10.35 13 | 19
No
No
No
3M Return % 3.67
6.62
3.03 | 13.29 18 | 19
No
No
Yes
6M Return % 19.64
24.96
16.00 | 42.34 13 | 19
No
No
No
1Y Return % 29.43
42.40
27.91 | 75.69 17 | 19
No
No
Yes
1Y SIP Return % 29.58
42.07
24.32 | 77.91 14 | 19
No
No
No
Return data last Updated On : April 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 3.07 4.33 0.41 | 10.49 13 | 19
No
No
No
3M Return % 3.93 6.91 3.11 | 13.70 18 | 19
No
No
Yes
6M Return % 20.38 25.67 16.71 | 43.28 13 | 19
No
No
No
1Y Return % 31.05 44.04 29.36 | 77.62 17 | 19
No
No
Yes
1Y SIP Return % 31.16 43.68 25.84 | 80.05 14 | 19
No
No
No
Return data last Updated On : April 26, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.52 ₹ 9948.0 -0.43 ₹ 9957.0
1W 0.99 ₹ 10099.0 1.03 ₹ 10103.0
1M 2.87 ₹ 10287.0 3.07 ₹ 10307.0
3M 3.67 ₹ 10367.0 3.93 ₹ 10393.0
6M 19.64 ₹ 11964.0 20.38 ₹ 12038.0
1Y 29.43 ₹ 12943.0 31.05 ₹ 13105.0
3Y - ₹ - - ₹ -
5Y - ₹ - - ₹ -
7Y - ₹ - - ₹ -
10Y - ₹ - - ₹ -
15Y - ₹ - - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 29.5761 ₹ 13845.744 31.1585 ₹ 13940.784
3Y ₹ 36000 - ₹ - - ₹ -
5Y ₹ 60000 - ₹ - - ₹ -
7Y ₹ 84000 - ₹ - - ₹ -
10Y ₹ 120000 - ₹ - - ₹ -
15Y ₹ 180000 - ₹ - - ₹ -


Date NAV Regular Growth NAV Direct Growth
26-04-2024 13.28 13.76
25-04-2024 13.35 13.82
24-04-2024 13.26 13.73
23-04-2024 13.19 13.66
22-04-2024 13.15 13.62
19-04-2024 13.01 13.47
18-04-2024 12.96 13.42
16-04-2024 13.02 13.48
15-04-2024 13.07 13.53
12-04-2024 13.25 13.72
09-04-2024 13.31 13.78
08-04-2024 13.32 13.79
05-04-2024 13.26 13.73
04-04-2024 13.25 13.72
03-04-2024 13.25 13.72
02-04-2024 13.22 13.68
01-04-2024 13.18 13.64
28-03-2024 13.01 13.46
27-03-2024 12.91 13.35
26-03-2024 12.84 13.29
22-03-2024 12.87 13.32
21-03-2024 12.8 13.24
20-03-2024 12.69 13.13
19-03-2024 12.68 13.12
18-03-2024 12.79 13.24
15-03-2024 12.75 13.19
14-03-2024 12.83 13.27
13-03-2024 12.7 13.14
12-03-2024 12.98 13.43
11-03-2024 13.06 13.51
07-03-2024 13.14 13.59
06-03-2024 13.11 13.56
05-03-2024 13.14 13.59
04-03-2024 13.18 13.63
01-03-2024 13.15 13.6
29-02-2024 12.98 13.42
28-02-2024 12.94 13.39
27-02-2024 13.1 13.55
26-02-2024 13.09 13.53
23-02-2024 13.11 13.56
22-02-2024 13.07 13.51
21-02-2024 12.97 13.41
20-02-2024 13.08 13.52
19-02-2024 13.04 13.48
16-02-2024 12.99 13.43
15-02-2024 12.95 13.38
14-02-2024 12.88 13.32
13-02-2024 12.79 13.22
12-02-2024 12.73 13.16
09-02-2024 12.89 13.33
08-02-2024 12.84 13.27
07-02-2024 12.94 13.37
06-02-2024 12.91 13.34
05-02-2024 12.81 13.23
02-02-2024 12.88 13.31
01-02-2024 12.79 13.22
31-01-2024 12.85 13.27
30-01-2024 12.7 13.12
29-01-2024 12.81 13.24
25-01-2024 12.62 13.03
24-01-2024 12.63 13.05
23-01-2024 12.48 12.89
19-01-2024 12.7 13.12
18-01-2024 12.57 12.99
17-01-2024 12.6 13.01
16-01-2024 12.77 13.19
15-01-2024 12.82 13.24
12-01-2024 12.73 13.14
11-01-2024 12.6 13.01
10-01-2024 12.57 12.98
09-01-2024 12.55 12.96
08-01-2024 12.52 12.93
05-01-2024 12.58 12.99
04-01-2024 12.56 12.97
03-01-2024 12.45 12.85
02-01-2024 12.49 12.9
01-01-2024 12.56 12.97
29-12-2023 12.55 12.96
28-12-2023 12.56 12.97
27-12-2023 12.51 12.91
26-12-2023 12.42 12.81
22-12-2023 12.36 12.75
21-12-2023 12.27 12.66
20-12-2023 12.19 12.58
19-12-2023 12.4 12.79
18-12-2023 12.36 12.75
15-12-2023 12.38 12.77
14-12-2023 12.26 12.65
13-12-2023 12.1 12.48
12-12-2023 12.05 12.43
11-12-2023 12.15 12.54
08-12-2023 12.09 12.48
07-12-2023 12.07 12.45
06-12-2023 12.1 12.48
05-12-2023 12.08 12.46
04-12-2023 12.03 12.4
01-12-2023 11.82 12.19
30-11-2023 11.76 12.13
29-11-2023 11.7 12.06
28-11-2023 11.55 11.91
24-11-2023 11.52 11.87
23-11-2023 11.53 11.88
22-11-2023 11.52 11.88
21-11-2023 11.52 11.87
20-11-2023 11.48 11.83
17-11-2023 11.5 11.86
16-11-2023 11.55 11.9
15-11-2023 11.49 11.84
13-11-2023 11.39 11.74
10-11-2023 11.38 11.72
09-11-2023 11.38 11.72
08-11-2023 11.39 11.73
07-11-2023 11.38 11.73
06-11-2023 11.38 11.72
03-11-2023 11.26 11.6
02-11-2023 11.17 11.51
01-11-2023 11.07 11.41
31-10-2023 11.08 11.42
30-10-2023 11.13 11.47
27-10-2023 11.1 11.43
26-10-2023 10.94 11.27
25-10-2023 11.09 11.42
23-10-2023 11.17 11.51
20-10-2023 11.36 11.7
19-10-2023 11.44 11.78
18-10-2023 11.46 11.8
17-10-2023 11.55 11.89
16-10-2023 11.51 11.85
13-10-2023 11.5 11.84
12-10-2023 11.52 11.86
11-10-2023 11.53 11.87
10-10-2023 11.46 11.8
09-10-2023 11.34 11.67
06-10-2023 11.46 11.8
05-10-2023 11.38 11.71
04-10-2023 11.33 11.66
03-10-2023 11.44 11.77
29-09-2023 11.45 11.79
27-09-2023 11.45 11.78
26-09-2023 11.42 11.75
25-09-2023 11.44 11.77
22-09-2023 11.4 11.72
21-09-2023 11.45 11.77
20-09-2023 11.55 11.88
18-09-2023 11.69 12.02
15-09-2023 11.75 12.08
14-09-2023 11.7 12.03
13-09-2023 11.65 11.98
12-09-2023 11.6 11.93
11-09-2023 11.7 12.03
08-09-2023 11.62 11.95
07-09-2023 11.57 11.9
06-09-2023 11.53 11.86
05-09-2023 11.5 11.82
04-09-2023 11.44 11.76
01-09-2023 11.38 11.7
31-08-2023 11.3 11.61
30-08-2023 11.31 11.62
29-08-2023 11.29 11.6
28-08-2023 11.25 11.57
25-08-2023 11.21 11.52
24-08-2023 11.26 11.57
23-08-2023 11.28 11.6
22-08-2023 11.24 11.55
21-08-2023 11.22 11.52
18-08-2023 11.16 11.47
17-08-2023 11.2 11.51
16-08-2023 11.23 11.54
14-08-2023 11.23 11.54
11-08-2023 11.23 11.54
10-08-2023 11.27 11.57
09-08-2023 11.33 11.63
08-08-2023 11.29 11.6
07-08-2023 11.27 11.58
04-08-2023 11.25 11.55
03-08-2023 11.2 11.5
02-08-2023 11.27 11.57
01-08-2023 11.4 11.71
31-07-2023 11.41 11.72
28-07-2023 11.36 11.66
27-07-2023 11.35 11.65
26-07-2023 11.38 11.68
25-07-2023 11.35 11.65
24-07-2023 11.35 11.65
21-07-2023 11.38 11.68
20-07-2023 11.42 11.72
19-07-2023 11.35 11.65
18-07-2023 11.3 11.59
17-07-2023 11.27 11.57
14-07-2023 11.17 11.46
13-07-2023 11.07 11.37
12-07-2023 11.06 11.35
11-07-2023 11.06 11.35
10-07-2023 11.03 11.32
07-07-2023 11.02 11.3
06-07-2023 11.13 11.42
05-07-2023 11.09 11.38
04-07-2023 11.11 11.39
03-07-2023 11.05 11.34
30-06-2023 10.97 11.25
28-06-2023 10.86 11.14
27-06-2023 10.81 11.09
26-06-2023 10.73 11.0
23-06-2023 10.71 10.98
22-06-2023 10.78 11.05
21-06-2023 10.83 11.1
20-06-2023 10.78 11.06
19-06-2023 10.76 11.03
16-06-2023 10.78 11.06
15-06-2023 10.69 10.97
14-06-2023 10.73 11.0
13-06-2023 10.71 10.98
12-06-2023 10.64 10.91
09-06-2023 10.61 10.88
08-06-2023 10.64 10.9
07-06-2023 10.7 10.97
06-06-2023 10.63 10.9
05-06-2023 10.63 10.9
02-06-2023 10.58 10.84
01-06-2023 10.54 10.8
31-05-2023 10.56 10.82
30-05-2023 10.58 10.84
29-05-2023 10.55 10.81
26-05-2023 10.48 10.74
25-05-2023 10.39 10.65
24-05-2023 10.37 10.62
23-05-2023 10.4 10.65
22-05-2023 10.4 10.65
19-05-2023 10.34 10.59
18-05-2023 10.28 10.53
17-05-2023 10.31 10.56
16-05-2023 10.36 10.62
15-05-2023 10.39 10.64
12-05-2023 10.33 10.58
11-05-2023 10.31 10.55
10-05-2023 10.3 10.55
09-05-2023 10.33 10.58
08-05-2023 10.33 10.58
05-05-2023 10.23 10.47
04-05-2023 10.34 10.59
03-05-2023 10.25 10.49
02-05-2023 10.27 10.52
28-04-2023 10.26 10.5
27-04-2023 10.19 10.43
26-04-2023 10.12 10.36

Fund Launch Date: 03/Dec/2021
Fund Category: Sectoral/ Thematic
Investment Objective: The investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
Fund Description: An open ended equity scheme following business cycles based investing theme
Fund Benchmark: S&P BSE 500 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.